Nathan & Nathan, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nathan & Nathan, P.C.
  • Sponsor EIN: 631132746
  • Sponsor Address: 2215 FIRST AVENUE SOUTH, BIRMINGHAM, AL, 352334203
  • Plan Type: 401(k)
  • Total Participants: 51
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202451$3.2M$86,224$172,191
202346$2.8M$70,153$132,858
202238$2.4M$71,441$146,914

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